Prasad Shetty

Prasad Shetty

Prasad Shetty is a meticulous architect of wealth, bringing eighteen years of institutional-grade expertise to personal financial planning in Mumbai. As a Certified Financial Planner (CFP®) and an expert holding NISM certifications in Capital Markets and Technical Analysis, Prasad constructs highly resilient financial portfolios. He specializes in creating customized frameworks for entrepreneurs managing complex cash flows and retirees seeking secure, post-career income. What distinguishes Prasad is his dual focus on technical strategy and behavioral finance. As a Certified NLP Life Planning Coach, he recognizes that successful investing requires discipline, emotional control, and a clear mindset. He dedicates significant energy to elevating the financial literacy of his clients, empowering them to understand the mechanics behind their financial growth. This holistic approach guarantees that his clients achieve a perfect balance of asset protection and wealth generation. A tactician outside of his professional life, Prasad is an avid chess player and a passionate cricket fan, approaching both pastimes with the identical patience he utilizes to navigate complex market cycles.

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